other names
  • NEXT LEGACY MANAGEMENT, LLC
  • LEGACY VENTURE MANAGEMENT, LLC
  • NEXT LEGACY PARTNERS
  • NEXT LEGACY

Adviser Profile

As of Date 08/13/2025
ADV Location PORTOLA VALLEY, CA, United States
Adviser Type - Large advisory firm
Number of Employees 26 4%
of those in investment advisory functions 11 83%
Registration SEC, Approved, 03/30/2012
AUM* 3,654,525,038 -5%
of that, discretionary 3,654,525,038 -5%
Private Fund GAV* 4,717,832,422 29%
Avg Account Size 89,134,757 2%
SMA’s No
Private Funds 50 6
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

4B 3B 3B 2B 2B 1B 540M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$1,350,000
Fund TypeVenture Capital Fund Count47 GAV$4,716,482,422
Fund TypeOther Private Fund Count1 GAV$

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Brochure Summary